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McCarley & Cook Financial Planners’s Wells Fargo WFC Stock Holding History

McCarley & Cook Financial Planners’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$320 Hold
4
– – ﹤0.01% 261
2026
Q2 		$331 Hold
4
– – ﹤0.01% 249
2026
Q1 		$318 Sell
4
-63
-94% -$5.41K ﹤0.01% 262
2025
Q4 		$6.24K Buy
+67
New +$5.82K 0.01% 177

Other funds holding WFC

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

McCarley & Cook Financial Planners's WFC Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Wells Fargo (WFC) position steady in Q3 2026 at 4 shares worth $320. The position accounts for ﹤0.01% of the portfolio, ranked #261.

McCarley & Cook Financial Planners first reported a position in WFC in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.24K in Q4 2025. 863 funds tracked by Wall St. Rank hold WFC as of Q3 2026.

  • McCarley & Cook Financial Planners held 4 shares of Wells Fargo worth $320 as of Q3 2026.
  • McCarley & Cook Financial Planners left its Wells Fargo share count unchanged in Q3 2026.
  • Wells Fargo made up ﹤0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #261 holding.
  • McCarley & Cook Financial Planners first reported a position in Wells Fargo in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's Wells Fargo position peaked at $6.24K in Q4 2025.
  • 863 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.